Marcum Wealth’s Invitation Homes INVH Stock Holding History

Marcum Wealth’s Portfolio INVH Stock Details INVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,077	Closed	-$204K	–	402
2022 Q1	$204K	Sell	5,077 -210	-4%	-$8.6K	0.03%	318
2021 Q4	$240K	Buy	+5,287	New	+$218K	0.03%	295

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Marcum Wealth's INVH Position: Q2 2022 in Review

Marcum Wealth sold out of Invitation Homes (INVH) in Q2 2022, closing a stake of 5,077 shares — an estimated $204K sold.

Marcum Wealth first reported a position in INVH in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 466 funds tracked by Wall St. Rank hold INVH as of Q2 2022.

Marcum Wealth reported no remaining Invitation Homes position as of Q2 2022 after selling out during the quarter.
Marcum Wealth sold 5,077 Invitation Homes shares in Q2 2022, an estimated $204K.
Marcum Wealth first reported a position in Invitation Homes in Q4 2021 and held it in 2 quarters.
Marcum Wealth's Invitation Homes position peaked at $240K in Q4 2021.
466 funds tracked by Wall St. Rank held Invitation Homes as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.